Blog

April 23, 2026

AI and Legal Fees: Why A Lawyer’s Judgment Is One Thing AI Can’t Replace

A client sent me an email recently that captures most of what I want to say about AI and legal fees. It had bolded subheadings, a numbered list, and a “Next Steps” section at the bottom. They were updating me on a file that had been open for weeks. The email was organized beautifully, but it did not contain a single fact I could use. […]
March 1, 2026

Can a Will Be Challenged in Ontario? A Guide on How to Avoid Litigation and Probate Disputes

In my years of practising wills and estates in Etobicoke, I continue to notice something that catches me off guard, even now. People can come into my office with extraordinary clarity about what they don’t want. I don’t want my sibling to see a penny of this. My son-in-law is not getting his hands on what I’ve spent a lifetime building. If any of my […]
February 14, 2026

Powers of Attorney Deserve As Much Attention As Your Will

Valentine’s Day celebrates partnership. Your will and your Power of Attorney? Also a partnership. One gets all the attention. The other still does some heavy lifting. Everyone loves a good Will. Wills get the Hollywood treatment. Dramatic readings, family intrigue, surprise beneficiaries. Your Powers of Attorney? They’re stuck in a drawer and forgotten until you’re in a hospital waiting room and you desperately need it. […]
January 7, 2026

Warren Buffett Estate Planning Advice on the Costly Mistake Families Keep Making

When most people in Ontario think about estate planning, they think about documents. Wills. Powers of attorney. Beneficiary designations. Those are essential, but one of the most important parts of estate planning rarely shows up on paper at all. It’s the conversation families either have… or avoid. This importance of this conversation is one we so often impress upon our clients. There is a long-held […]
December 19, 2025

The Executor’s Handbook: A Step-by-Step Guide to Estate Administration in Ontario

This guide will walk you through the role of an executor, the legal responsibilities involved, and the step-by-step process of administering an estate in Ontario. Whether you are researching for yourself, assisting a loved one, or preparing to draft your own will, this article offers a practical and comprehensive overview tailored to Ontario law.
November 4, 2025

Joint Tenancy vs. Tenants in Common in Ontario — What’s the Difference and Why It Matters

Owning Property Together in Ontario When two or more people buy a property together in Ontario, the way ownership is structured has real legal and estate consequences. The two most common types of co-ownership are joint tenancy and tenancy in common. While the difference might sound technical, it determines what happens to your share of the property if you pass away — and whether that […]
August 29, 2025

How to Avoid Probate Tax in Ontario Without Expensive Mistakes

If you’ve ever typed how to avoid probate tax in Ontario into Google, you’ve likely found no shortage of “tips” and “hacks.” Joint ownership. Gifts. Trusts. Transfer everything to your child by bedtime, before the government gets everything. Several times a week, clients tell us about a magical solution they’ve heard from a neighbour, someone at church, an uncle, or even a stranger at a […]
July 24, 2025

The “Reading of the Will” is a Myth – And Why That Matters for Your Family

The "Reading of the Will" myth vs. estate planning reality. The truth is there’s no dramatic will reading — just paperwork, responsibility, and more paperwork.
June 17, 2025

Undue Influence in Estate Planning: Don’t Be Pushed Around When You Decide Your Legacy in Ontario

What Is Undue Influence in Estate Planning? Undue influence happens when someone is pressured—often an elderly or vulnerable individual—into making a will or estate decision they wouldn’t otherwise make. And no, it doesn’t always involve your pet menacingly pointing a bow and arrow. In real life, undue influence is far more subtle. It can involve a caregiver isolating the testator, a child dictating terms, or […]
June 6, 2025

Who Should Be the Executor of Your Will in Ontario? (Hint: It’s Not Always Your Eldest Child)

Not sure who should be the executor of your Will in Ontario? Here's how to choose someone reliable — and why it's not always your eldest child.